SHEPHERD CENTER FOUNDATION INC (EIN 201238224) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

SARAH BATTS

Phone

4043507310

Tax Period

2024-04-01 to 2025-03-31

SHEPHERD CENTER FOUNDATION INC, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $19K in total revenue in fiscal year 2024. Expenses of $4.7M exceeded revenue, resulting in a 24201% operating deficit.

Mission

FOR A COMPLETE DESCRIPTION OF SHEPHERD CENTER FOUNDATION'S MISSION STATEMENT.SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,402

Program Service Revenue $0

Investment Income $16,174

Other Revenue $-11,109

TOTAL REVENUE $19,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,703,162

Fundraising Expenses $4,730,601

Program Expenses $4,730,601

Other Expenses $1,027,439

TOTAL EXPENSES $4,730,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,467	$-46,308	-1.4%
Expenses	$4,730,601	$4,957,749	0.0%
Net Income	$-4,711,134	$-5,004,057	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

1000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,430,961

Total Directors

$3,755,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM MALONE	TRUSTEE	1.00	Director	$0	$0	$0
ALANA SHEPHERD	SECRETARY	30.00	Officer Director	$0	$0	$0
AMY ROLLINS KREISLER	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW ALIAS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANGELA BLANK	TRUSTEE	1.00	Director	$0	$0	$0
BETH BOATWRIGHT	CFO	1.00	Officer Director	$0	$7,070	$223,708
BRAD COURTS	TRUSTEE	1.00	Director	$0	$0	$0
CANDACE KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DABBIERE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID F APPLE JR MD	MEDICAL DIRECTOR EMERITUS	1.00	Director	$0	$13,051	$143,550
DEBORAH HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
DONALD P LESLIE MD	FND SPECIAL ADVISOR	1.00	Director	$0	$33,424	$181,060
DR KEITH DOCKERY	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
ERIC BERNATH	TRUSTEE	1.00	Director	$0	$0	$0
ERIC BUSKO	TRUSTEE	1.00	Director	$0	$0	$0
ERIC SCHELLING	TRUSTEE	1.00	Director	$0	$0	$0
FRED HENRITZE	TRUSTEE	1.00	Director	$0	$0	$0
GREG DUNAVANT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES H SHEPHERD III	MEMBER BOD & PRESIDENT/CEO	40.00	Officer Director	$0	$36,328	$668,420
JUDGE STEPHANIE ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
KARI CARLOS DUNN	TRUSTEE	1.00	Director	$0	$0	$0
KEITH JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
KELLIE SCHONBERG	TRUSTEE	1.00	Director	$0	$0	$0
KELLY REGAL	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN REPLOGLE	TRUSTEE	1.00	Director	$0	$0	$0
LARRY KELLY	TRUSTEE	1.00	Director	$0	$0	$0
MARK WEST	TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH FORRESTER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD 'BUCK' WOODRUFF	TRUSTEE	1.00	Director	$0	$0	$0
RON STEWART	TRUSTEE	1.00	Director	$0	$0	$0
SARAH BATTS	SENIOR VP OF ADVANCEMENT	40.00	Officer Director	$0	$18,568	$360,234
SARAH BORDERS	TRUSTEE	1.00	Director	$0	$0	$0
SARAH MORRISON	FORMER CEO	1.00	Officer Director	$0	$29,801	$1,631,340
SHANE O'KELLY	TRUSTEE	1.00	Director	$0	$0	$0
SHERRY ABNEY	TRUSTEE	1.00	Director	$0	$0	$0
SHERYL SELLAWAY	TRUSTEE	1.00	Director	$0	$0	$0
SPENCER MOORE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN B HOLLEMAN	FORMER CFO	1.00	Officer Director	$0	$32,652	$547,259
WILLIAM CHOATE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM STENGEL II	TRUSTEE	1.00	Director	$0	$0	$0
DEAN MELCHER	DIRECTOR OF OPERATIONS	40.00	Highest	$0	$22,018	$224,508
JONATHAN ROXLAND	SENIOR DIRECTOR PHILANTHRO	40.00	Highest	$0	$13,118	$216,382
PENNY MORRISON-ROSS	DIRECTOR OF GLOBAL INITIAT	40.00	Highest	$0	$16,761	$182,579

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$19,467	$4,730,601	$102,929,308	$-4,711,134
2024	$-46,308	$4,957,749	$131,682,222	$-5,004,057
2023	$161	$5,746,805	$150,474,806	$-5,746,644
2022	$86,686	$5,546,475	$141,754,007	$-5,459,789
2021	$85,963	$4,883,342	$87,041,257	$-4,797,379
2020	$-8,091	$4,512,400	$10,157,384	$-4,520,491
2019	$-7,957	$3,006,899	$4,883,274	$-3,014,856

SHEPHERD CENTER FOUNDATION INC